Streamlining Stakeholder Management with Automated Survey Tracking
Stakeholder Engagement – Automated Survey Management – Building Materials
The Challenge: Chasing Responses and Manual Tracking
A mid-sized building materials company was preparing its CSRD materiality analysis. One of the biggest pain points was stakeholder engagement. Surveys had to be drafted, distributed, and tracked manually, with teams chasing stakeholders for responses and maintaining messy spreadsheets to monitor progress. This was not only time-consuming but also risked overlooking important voices or duplicating efforts.
The Solution: Automated Survey Distribution and Real-Time Tracking
With ESG-X, the company streamlined its stakeholder management. The platform automatically generated ESRS-aligned questionnaires distributed them to the relevant stakeholder groups, and tracked progress in real time. Dashboards provided instant visibility: who had received the survey, who had responded, and which stakeholders still needed reminders. Once responses came in, the platform summarized and analyzed them directly against ESRS requirements. This allowed the team to focus on interpreting feedback and shaping strategy, rather than on chasing responses and managing spreadsheets.
Conducting the materiality analysis with internal and external stakeholders. Responding to all resulting data points and subsequently preparing a CSRD report. The greatest advantage is the combination of AI support and regular meetings with ESG-X contacts, which enable efficient work.
— Thomas, Product Manager, Building Materials Company
Savings Potential
By automating survey distribution and tracking, the building materials firm cut its administrative workload by an estimated 20–25%. What used to take weeks of coordination was reduced to a streamlined process with transparent oversight and faster evaluation of stakeholder input.
Why ESG-X?
The company needed more than just a tool to send surveys. ESG-X provided an integrated platform that combined AI-powered survey generation, automated distribution, and real-time tracking in one place. Instead of juggling Excel sheets and manual reminders, the team gained a structured, transparent process that ensured higher response rates and faster evaluations.